Created by brothers Paul and David Craievich, we have built our firm on 35 years of experience in the financial services industry. We have a well organized administrative team who are proud to work here and choose to stay. The firm has attracted a handful of selected associates who are well aligned with our company’s core values. Our associates operate independently under the umbrella of Craievich Financial and serve some of our clientele.

Meet Our Team:

DAVID CRAIEVICH — Financial Security AdvisorInvestment Representative

David Craievich has been working in the financial services industry since 2001. David is a partner in Craievich Financial Services (CFS) and holds his Elder Planning Counselor (EPC) designation.

I am able to empathize with clients forwarding me the opportunity to provide them with accurate financial advice that will address their immediate and long term needs. I choose to be a financial security advisor because I love teaching and helping people, and understand their personal and financial goals.

I am a very proud husband and father to my wife Mary Grace and our two energetic and healthy boys. I get pleasure from volunteering my time in coaching hockey and soccer both at the AAA level as well as the Tyke and Instructional levels with my boys.

After enjoying a 10-year professional hockey career, I feel the need to pass forward the knowledge and teamwork that my coaches have shared with me in both my personal, and professional relationships with clients and co-workers.

Paul Craievich has been involved in the financial services industry since graduating the University of Windsor in 1991. During this time Paul has worked in many capacities; Branch Manager, Business Director, Marketing Director and Financial Advisor. As co-owner of Craievich Financial Services Incorporated, Paul is fulfilling a lifelong dream of working in business with his brother, David and carrying the family name as a legacy.

Education has been at the forefront in Paul’s development and as he would say “the real education began after university”; as can be attested to by the many courses and designations that he carries. Paul lives by the moniker of “doing what’s right always” and as a result has become a trusted and respected financial security advisor in the industry and to clients. Paul gets special enjoyment when he can help clients make the right decisions for their financial affairs that result in a positive experience for all involved.

As a husband and father, Paul is dedicated to the values and guidance needed to be a passionate leader to those around him. Hobbies include golf, hockey, soccer, coaching and in his spare time completing various projects.

DAVID PANGBORN, MBAPrivate Wealth Manager +

David Pangborn has been involved in financial services for over 30 years since obtaining a degree in Behavioral Psychology and an MBA in Finance (both from Queens University). He provides our team and clients with an exceptional base of knowledge and experience focused on customized investment strategies and portfolios.

David was a financial security advisor, branch manager, and national manager – working with financial security planning, insurance and investment companies – while achieving numerous industry designations.

David is dedicated to investment education. He has been a guest expert on various television shows, and contributed articles to several newsletters, while being a key-note speaker at numerous seminars and conferences for investors and financial security advisors. Through his independent company ClientFocus Wealth Management Corporation, David conducts extensive ongoing research into both investment markets, and investor behavior, to help clients make decisions that are more appropriate to their long-term objectives rather than market noise or popular fads. He says that the greatest compliment he receives is when clients state,“you are the first person to explain that in a way I understand”.

David lives in London with his wife Cathy and their two teenage daughters. He loves hockey and soccer, stamp collecting, and singing/playing guitar.

MARY GRACE CRAIEVICHExecutive Associate +

Mary Grace has a diploma in Accounting and joined the financial services industry as a financial security advisor in 2003. In five years she built a successful practice where she had the opportunity to get to know some wonderful people and develop great friendships. After a short stay at home raising two very bubbly, energetic and loving boys, Mary Grace came back into the workforce to join her husband David at Craievich Financial Services Inc (CFS). Having a background working with lots of numbers, she helps develop and takes pride in creating financial security plans for clients.

Mary Grace loves the time she gets to spend with her family, the adventures they have together and watching her little boys grow. She also enjoys time and laughter spent with friends and camping.

Providing clients with the right advice, service and opportunities and hearing about their success journeys empowers Mary Grace in this career and puts a smile on her face each day.

STEPHANIE CARRProjects and Operations Associate +

Stephanie began her career in the financial industry in 2006 as a Marketing Associate at Freedom 55 Financial in Sarnia, supporting Directors of Business Development as well as other financial security advisors. She joined CFS at its inception in January of 2011. Stephanie is a Certified Microsoft Office Specialist, possesses a diploma in Office Administration, a certificate in Purchasing (PMAC) and has over 20 years experience in customer service, inside sales and office administration. Stephanie is an energetic professional with excellent communication skills, providing high-level support and assistance to our financial security advisors, responsible for all facets of the day-to-day business and processing.

In the community, Stephanie volunteers her time in supporting Wildlife Rescue Organizations. As a hobby, Stephanie has created and markets her own line of all-natural skin care products. Stephanie is an avid golfer, loves fishing, and traveling the globe.

"My goal is to walk out the door at end of every day knowing that I have helped to make a difference in someone’s life, have contributed in the efficiency and growth of the company, and was, hopefully, able to make someone smile along the way!"

Craig graduated with an Honours in B.H.K. Following graduation, Craig was an owner/operator of a successful health service business. Subsequently, Craig obtained his Mortgage Agent designation in 2007 where he grew his business over the next four years. Feeling that he had more to offer his clients, Craig then obtained his life insurance license and registration to sell mutual funds to join Craievich Financial Services Inc. in 2011.

Craig resides in Ilderton Ontario with his wife Kim, their three boys and their dog Manny. Their active household keeps Kim and Craig on their toes chasing the boys in all of their academic and athletic pursuits. Craig has been very active in the athletic development of the boys as he has coached all of them at various levels up to AAA hockey. Craig has also been an owner operator of a power skating and hockey development school, which he ran with a partner.

“I love coaching and I love being part of a team.”

Throughout my business career, I have worked with business coaches to help facilitate all aspects of my personal growth, professional growth as well as the growth of my business. I continue to take this approach with clients taking the role of teacher, coach, motivator and planner in helping clients reach their financial and life goals. I love being a part of such a great team at Craievich Financial Services Inc, where I learn something new every day. I’m thrilled to work in such a dynamic firm and I bring that passion and joy of learning and coaching to all client meetings.

KELLY CONROYAdministrative Associate/Marketing Associate +

Kelly has worked in the legal field since 2006 and has recently chosen to begin a new career path in the financial industry. As a law clerk she gained valuable experiences in professionalism, confidentiality and problem solving and feels that her previous work experiences will be an asset to the team at Craievich Financial Services.

In 2013 Kelly returned to King’s College at the UWO and in 2014 she graduated with a 4 year double major in Sociology and Childhood and Social Institutions. She is very proud of this accomplishment as it took a lot of determination and perseverance while still being the primary caregiver to her then 9 year old daughter.

Kelly thoroughly loves being a mom to her now 13 year old daughter Shelby and loves the time they spend together camping, beach days or just “hanging out”. Shelby is involved in Pathfinders, sports and of course social times with friends which keeps Kelly busy, but she loves it. Kelly and her partner Mike enjoy travelling and exploring new adventures with her daughter and his son.

Kelly enjoys working in a professional atmosphere and providing clients with courteous, professional service and is very client oriented. She looks forward to her new career path and is quite excited to be working alongside the team at Craievich Financial Services.

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Pieter Lindhout has been working in the financial services industry since October 1993. On January 1, 2018 Pieter has merged his practice known as Lux Financial with Craievich Financial Services in order to better service his clients' needs. Pieter holds an Honors B.A. from the University of Toronto.

I thoroughly enjoy working as a Financial Security Advisory. The technical aspects such as creating individualized investment plans as well as a focus on estate planning give me great satisfaction. Moreover, I derive immense fulfillment from the close relationships with my clients.

In my leisure time, I am very much engaged in the community. I have been involved with Big Brothers for many years as well as being a foster parent since 1994. I also enjoy sailing and playing soccer during the summer months and stopping pucks during the winter.

My wife Elizabeth and I have been married since 1992. We are both the proud parents of our son Hendrik. As well, we have the pleasure of having Zachary live with and be a part of our family since 2010.

As a seasoned advisor, I am happy to share the technical experience I have learned over the years as well as life experience with my existing and future clients.

Randy was born and raised in Sarnia and graduated from the University of Guelph with a Bachelor of Commerce Degree. Upon graduating Randy spent 12 years in management positions in the Hospitality Industry in Toronto, Calgary and Windsor.

Following in my father's footsteps, I joined London Life in Sarnia in 1992 and have had the pleasure of serving my clients and friends for over 25 years.

I have served as president of the local chapter of CAIFA( Canadian Association of Insurance and Financial Advisors) now known as Advocis. I am also a past Master of Victoria Lodge #56 - AF&AM.

I have always been very sports oriented and continue to be a loyal fan of the Blue Jays and the Maple Leafs, although this has not always been easy.